Processing a Credit Card Payment
If you use Payment Processing, you can use the A/R Receipt Entry screen to process a credit card payment for a receipt, prepayment, or miscellaneous receipt, or for unapplied cash.
Tip: You can use the A/R Process Credit Card Payments screen to process credit card payments for multiple pending invoices (invoices with outstanding payments), and to create receipts for the processed payments. For more information, see A/R Process Credit Card Payments Screen.
For information about using the A/R Invoice Entry screen to process a credit card prepayment, see Entering a Prepayment with an Invoice.
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If you use Payment Processing, verify that a processing code exists for the bank to which you will deposit credit card receipts. If no processing code has been set up in Payment Processing that specifies the bank you select, you cannot process a credit card transaction.
- Sage Exchange must be installed and running on the workstation you are using to process the payment.
- You must have a working Internet connection.
To process a credit card payment:
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Accounts Receivable > A/R Transactions > Receipt Entry.
- On the A/R Receipt Entry screen, create or select the document for which you want to process a Paya credit card payment.
Note: The transaction type for the document must be Receipt, Prepayment, Unapplied Cash, or Miscellaneous Receipt.
- Select a payment code that uses the payment type SPS Credit Card.
Tip: Click the Payment Code Finder to see a list of payment codes and associated payment types.
If a single processing code exists for the bank you selected, that code appears in the Processing Code field. If no default appears, you can select a processing code that specifies the bank you selected for the batch.
- Enter remaining transaction details, as usual, and then click the Save button.
The Charge and Quick Charge buttons become available.
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Click one of the following buttons:
- Select a saved credit card or enter details for a new credit card. More...
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Enter or review billing details. These may be different from the information in the Sage 300 customer record.
Example: The customer may be using a company credit card, or may be authorized to use a card on behalf of the primary cardholder.
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Review the totals. More...
- Click Process Payment.
The Paya browser form appears.
- On the Paya browser form, enter or review credit card details. Tips:
- If you use a card reader device and did not select a saved credit card for this transaction, you can click Swipe Card to swipe a credit card.
- Sage 300 automatically submits billing details for each transaction to Paya. If you want to review these details, click the Next button on the browser form.
- Click Submit.
Paya processes the payment. The browser screen closes, and transaction details and a status message appear on the Process Credit Card screen.
- On the Process Credit Card screen, review transaction details and status.